Advent Software

• Fund in Focus: Thornburg Core Growth/A

  By Staff Writer  |  August 1, 2005

  Alex Motola, manager since December 2000 inception. S&P Rank: 5 Stars Three-Prong Approach Yields 5 Stars

• THE GLUCK REPORT, Part I: Advent's Big Challenge

  By Staff Writer  |  January 1, 2005

  With nearly 800 employees, a $672 million market capitalization, and a stock that trades at 4.4 times its trailing 12-month revenues, Advent Software is by...

• Advent Names DiMarco Permanent CEO

  By Staff Writer  |  December 15, 2003

  SAN FRANCISCO (HedgeWorld.com)--Stephanie DiMarco was named the permanent chief executive officer of Advent Software, after holding the position on an interim basis since May 2003. Ms....

• Fine Tuning

  By James J. Green, AdvisorOne  |  August 1, 2003

  Once upon a time, using portfolio management software (PMS) was a simple process in many ways. You had only a few options for software, the...

• The Portfolio Management Drama

  By Staff Writer  |  April 1, 2003

  Events in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...

• Part 1: The New Old Kid

  By Staff Writer  |  January 1, 2003

  Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...

• Part 3: Independent Competitor

  By Staff Writer  |  November 1, 2002

  A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...

• Showdown

  By Melanie Waddell, AdvisorOne  |  October 1, 2002

  The stock market's instability, coupled with corporate accounting scandals, have caused investors' confidence to drop to an all-time low. But independent investment advisors have become...

• Abar's Big Aventure

  By Staff Writer  |  July 1, 2002

  Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...

• Serving Time

  By Staff Writer  |  August 1, 2001

  Portfolio management software is making advisors'